Creating Vaults Using the SmartVault Drive

For more information about what a vault is and how you can use vaults, see “Creating and Sharing Vaults and Folders” .

You can also create vaults in the SmartVault portal. For more information, see “Creating Vaults in the SmartVault Portal” .

Note: When you first sign in to SmartVault, SmartVault displays a default vault called My First Vault, and a default folder called My First Folder. You can rename this default vault and folder or delete the default vault and folder after you have created your own customized vault and folder structure.

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Note: You only need to map a SmartVault Drive once. However, you must map a drive before you can create vaults and folders and upload documents to the SmartVault portal using a SmartVault Drive. For more information, see “Understanding and Mapping SmartVault Drives” .

3. Sign in to SmartVault and connect to your SmartVault Drive by completing the following steps:

a. On the Start menu, click Start > All Programs > SmartVault > SmartVault Launchpad.

b. If the Sign in to your SmartVault account link displays, you are not signed in to your SmartVault account. Click Sign in to your SmartVault account, type the email address and password for your SmartVault account, and then click Sign In. Once you sign in, the Sign in to your SmartVault account link no longer displays.

c. If the Sign in to your SmartVault account link does not display, you are already signed in to your SmartVault account.

4. In Windows Explorer or Mac Finder, in your SmartVault Drive, right-click the folder that displays the name of your account. For example, if the name of your account is Carol Jones, CPA, click Carol Jones, CPA.

5. In the context menu, click New > Folder to create a new folder underneath the folder with your account name. Any new folder you create immediately underneath your account name folder is automatically created as a vault and displays as a vault in the SmartVault portal.

Note: Due to the way Windows Explorer and Mac Finder work, your account, vaults, and folders all display as folders when you use the SmartVault Drive. Your account is always the top-level folder in the hierarchy, vaults are always the second level of folders in the hierarchy, and then folders are always the third level and below of the hierarchy.

If you want to be able to more easily distinguish between vaults and folders, consider typing the word "Vault" in the name of the vault. For example, type Client ABC - Vault as the name of your vault. If you include the word “Vault” in the name of a vault, when you use the SmartVault Drive to browse for files stored in SmartVault, you can clearly see which items are vaults and which items are folders.

• Upload documents into the vault. For more information, see “Uploading Documents” .

• Share the vault with other users. For more information, see “Sharing Vaults” .

• Create and share folders and subfolders in the vault as needed to help you further organize documents stored in the vault. For more information, see “Creating Folders” and “Sharing Folders” .